LAWRENCE P CASTELLANI FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE P CASTELLANI FAMILY FOUNDATION (EIN 16-6399132)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349102014
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T11:07:32-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 North Franklin St Suite 2400 | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 166399132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE P CASTELLANI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LAWRENCE P CASTELLANI JR | InCareOfNm |
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 9417061393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 667 Mourning Dove Drive | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY CASTELLANI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9173535000 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melanie A McPeak | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 8132254800 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.199.174.204 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 59196620203185000012 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2AAA60656ECC47BE9D263D305C2F5CA3A9DEEA76 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA4F94A52075BA214EF2267B36F052E1CF70A63A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,521,002 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,071 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,071 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $304,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $304,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $427,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145,188 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,718 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,718 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $459,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $459,892 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,111 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,056 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,056 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,704 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,704 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $36,922 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $572 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,253 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,253 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $116,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,556 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $543,359 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $542,859 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $659,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $573,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$199,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $410,057 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $793,213 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $492,777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $492,777 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,379,945 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,907,116 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,721,245 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $326,173 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $306,980 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,223,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,726,066 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,521,002 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,223,158 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,726,066 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,223,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,726,066 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,223,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,726,066 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,223,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$199,957 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,023,201 | SubtotalAmt |
| Other Decreases | $297,135 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,726,066 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| J.P. MORGAN #2039 | $12,556 | $12,114 | $442 | $442 |
| J.P. MORGAN #2039 | $49,917 | $39,105 | $10,812 | $10,812 |
| J.P. MORGAN #2040 | $9,081 | $8,042 | $1,039 | $1,039 |
| J.P. MORGAN #2040 | $42,843 | $30,842 | $12,001 | $12,001 |
| J.P. MORGAN #2041 | $7,162 | $9,135 | -$1,973 | -$1,973 |
| J.P. MORGAN #2041 | $77,844 | $51,551 | $26,293 | $26,293 |
| J.P. MORGAN #2043 | $22,284 | $21,253 | $1,031 | $1,031 |
| J.P. MORGAN #2043 | $203,724 | $108,265 | $95,459 | $95,459 |
| CAPITAL GAINS DISTRIBUTIONS | $84 | $84 | $84 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145,188 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $496,619 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,299,019 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068039 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $575,306 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,710,489 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.212252 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $310,240 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,033,135 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.102284 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $337,958 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,248,251 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104043 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $314,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,287,482 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095651 | DistributionYr5Rt |
| Total Distribution | 0.582269 | TotalDistributionRt |
| Average Distribution | 0.116454 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,794,200 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $791,212 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,101 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $795,313 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $573,415 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,201 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,201 | SubtotalAmt |
| Tax Based On Investment Income | $8,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,558 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,558 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,357 | OverpaymentAmt |
| Applied To ES Tax | $5,357 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE P CASTELLANI JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9173535000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 667 MOURNING DOVE DRIVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE P CASTELLANI | ||||||||
| 667 Mourning Dove Drive | Sarasota | FL | 34236 | TRUSTEE | 0.1 | $0 | $0 | $0 |
| JOAN J CASTELLANI | ||||||||
| 667 Mourning Dove Drive | Sarasota | FL | 34236 | TRUSTEE | 0.1 | $0 | $0 | $0 |
| LAWRENCE P CASTELLANI JR | ||||||||
| 667 Mourning Dove Drive | Sarasota | FL | 34236 | TRUSTEE | 0.1 | $26,250 | $0 | $0 |
| JULIANNE N VARDAN | ||||||||
| 667 Mourning Dove Drive | Sarasota | FL | 34236 | TRUSTEE | 0.1 | $26,250 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,429,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $468,049 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,897,665 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,897,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,465 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,794,200 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,710 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,710 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,201 | TotalTaxAmt |
| Distributable Before Adj | $331,509 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $331,509 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $331,509 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $573,415 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $573,415 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $573,415 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $331,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $152,546 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $177,905 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $166,579 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $442,726 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $160,798 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,100,554 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $573,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $331,509 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $241,906 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,342,460 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $152,546 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,189,914 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $177,905 | ExcessFromYear4Amt |
| Excess From Year3 | $166,579 | ExcessFromYear3Amt |
| Excess From Year2 | $442,726 | ExcessFromYear2Amt |
| Excess From Year1 | $160,798 | ExcessFromYear1Amt |
| Excess From Current Year | $241,906 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE P CASTELLANI AND JOAN CAS | ContributingManagerNm |
| Contributing Manager | 667 MOURNING DOVE DRIVE | ContributingManagerNm |
| Contributing Manager | SARASOTA FL 34236 | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASOLO REPERTORY THEATRE | ||||||||
| 5555 NORTH TAMIAMI TRAIL | SARASOTA | FL | 34243 | None | PC | FURTHER THE DONEE'S MISSION | $12,000 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | None | PC | ANNUAL FUND SCHOLARSHIP | $10,000 | |
| TOWN OF DARIEN FIREFIGHTERS' FOUNDATION | ||||||||
| 848 POST ROAD | DARIEN | CT | 06820 | None | PC | FURTHER THE DONEE'S MISSION | $5,500 | |
| FLORIDA STUDIO THEATRE | ||||||||
| 12441 NORTH PALM AVENUE | SARASOTA | FL | 34236 | None | PC | CO-PRODUCE 2019 PRODUCTIONS & PALM Avenue Project | $56,000 | |
| NARDIN ACADEMY | ||||||||
| 135 CLEVELAND AVENUE | BUFFALO | NY | 14222 | None | PC | GIRLS LEAD | $20,000 | |
| NCIA | ||||||||
| 555 FIFTH AVENUE | NEW YORK | NY | 10017 | None | PC | FURTHER THE DONEE'S MISSION | $50,000 | 9TH FLOOR |
| SARASOTA ORCHESTRA | ||||||||
| 709 NORTH TAMIAMI TRAIL | SARASOTA | FL | 34277 | None | PC | Further the Donee's Mission | $5,000 | |
| SAFE PLACE AND RAPE CRISIS CENTER | ||||||||
| 2139 MAIN STREET | SARASOTA | FL | 34237 | None | PC | SUPPORT FOR VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE | $77,600 | |
| VANWEZEL FOUNDATION | ||||||||
| 777 N TAMIAMI TRAIL 3RD FLOOR | SARASOTA | FL | 34236 | None | PC | Van Wexel Performing Arts Hall & Fund Presidents Society | $5,000 | |
| UNIVERSITY OF BUFFALO FOUNDATION INC | ||||||||
| PO BOX 900 | BUFFALO | NY | 14226 | None | PC | FURTHER THE DONEE'S MISSION | $210,000 | |
| Bison Children's Scholars | ||||||||
| 284 Delaware Avenue | Buffalo | NY | 14202 | None | PC | FURTHER THE DONEE'S MISSION | $25,000 | |
| Olmsted Center for Sight | ||||||||
| 1170 Main St | BUFFALO | NY | 14209 | None | PC | FURTHER THE DONEE'S MISSION | $10,000 | |
| Roswell Park Cancer Institute | ||||||||
| 665 Elm St | BUFFALO | NY | 14203 | None | PC | FURTHER THE DONEE'S MISSION, RIDE FOR ROSWELL | $22,000 | |
| Skidmore College | ||||||||
| 815 N Broadway | Saratoga Springs | NY | 12866 | None | PC | FURTHER THE DONEE'S MISSION | $5,000 | |
| ELDER HOUSE INC | ||||||||
| 7 LEWIS ST | NORWALK | CT | 06851 | None | PC | FURTHER THE DONEE'S MISSION | $1,400 | |
| All Star Children Foundation | ||||||||
| 1221 S Tamiami Trail | Sarasota | FL | 34239 | NONE | PC | FURTHER THE DONEE'S MISSION | $10,000 | |
| American Jewish Committee | ||||||||
| 1605 MAIN ST STE 612 | SARASOTA | FL | 34243 | NONE | PC | FURTHER THE DONEE'S MISSION | $2,500 | |
| Canisius High School | ||||||||
| 1180 Delaware Ave | BUFFALO | NY | 14209 | NONE | PC | FURTHER THE DONEE'S MISSION | $500 | |
| Leukemia & Lymphoma Society | ||||||||
| Landmark Square Ste 330 | Stamford | CT | 06901 | NONE | PC | FURTHER THE DONEE'S MISSION | $1,000 | |
| Prep for Prep | ||||||||
| 328 W 71st st | NEW YORK | NY | 10023 | none | PC | FURTHER THE DONEE'S MISSION | $2,000 | |
| St Thomas More Catholic Church | ||||||||
| 2506 GULF GATE DR | SARASOTA | FL | 34231 | NONE | PC | FURTHER THE DONEE'S MISSION | $2,800 | |
| Star Inc | ||||||||
| 182 wolfpit Avenue | Norwalk | CT | 06851 | none | PC | FURTHER THE DONEE'S MISSION | $1,000 | |
| The Darien Foundation | ||||||||
| 19 Stephen Mather Rd | DARIEN | CT | 06820 | NONE | PC | FURTHER THE DONEE'S MISSION | $5,000 | |
| The Mather Homestead Foundation | ||||||||
| 19 STEPHEN MATHER ROAD | DARIEN | CT | 06820 | none | PC | FURTHER THE DONEE'S MISSION | $500 | |
| University of Kansas Health System | ||||||||
| 2330 Shawnee Mission Pkwy Ste 305 | WESTWOOD | KS | 66205 | NONE | PC | Cardiology | $1,000 | |
| Woodway Scholarship Fund | ||||||||
| 540 Hoyt St | DARIEN | CT | 06820 | none | PC | FURTHER THE DONEE'S MISSION | $500 | |
| BOOMER ESIASON FOUNDATION | ||||||||
| 483 10TH AVE STE 300 | NEW YORK | NY | 14209 | NONE | PC | FURTHER THE DONEE'S MISSION | $527 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 120 Wall St 16th Fl | NEW YORK | NY | 10005 | NONE | PC | FURTHER THE DONEE'S MISSION | $1,032 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $542,859 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,071 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $304,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME FROM K-1 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $459,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $459,892 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,111 | Amt |
| Net Investment Income | $4,056 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,056 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 30,303 SHS HH GREGG INC | $500,000 | $67 |
| 100,000 SHS FLOOR & DECOR | $264,831 | $5,081,000 |
| JP MORGAN #2041 | $150,914 | $200,639 |
| JP MORGAN #2040 | $111,267 | $156,203 |
| JP MORGAN #2039 | $140,354 | $219,440 |
| JP MORGAN #2043 | ||
| ALKEON FUND | $560,000 | $884,146 |
| PLANTATION PRODUCTS | $179,750 | $179,750 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BARIATRIC VENTURES | AT COST | $58,417 | $36,506 |
| FS AFFILIATES | AT COST | $267,756 | $270,474 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR RETURN OF CAPITAL | Desc |
| Amt | $297,135 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME FROM K-1 | Desc |
| Revenue And Expenses Per Books | $4,253 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,253 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME FROM K-1 | Desc |
| Revenue And Expenses Per Books | $8,718 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,718 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $14,704 | Amt |
| Net Investment Income | $14,704 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $572 | $572 | |
| FEDERAL TAXES PAID | $36,100 | ||
| STATE TAXES PAID | $250 | $250 |